Amplius Wealth Advisors, LLC Q4 2021 Filing
Filed January 28, 2022
Portfolio Value
$724.8M
Holdings
1,029
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (1,029 positions)
| Stock | Value |
|---|---|
UGIUGI CORP NEW COM | $167K |
PYPLPAYPAL HLDGS INC COM | $162K |
MMM3M CO COM | $161K |
SBUXSTARBUCKS CORP COM | $160K |
WYWEYERHAEUSER CO MTN BE COM NEW | $151K |
CATCATERPILLAR INC COM | $150K |
GSYINVESCO ULTRA SHORT DURATION ETF | $150K |
ATMPIPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN | $149K |
WTRGESSENTIAL UTILS INC COM | $149K |
VBVANGUARD SMALL-CAP INDEX FUND | $147K |
TJXTJX COS INC NEW COM | $146K |
DGRSWISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND | $142K |
WFCWELLS FARGO CO NEW COM | $142K |
CINFCINCINNATI FINL CORP COM | $141K |
XGDVXGABELLI DIVID & INCOME TR COM | $140K |
PEPPEPSICO INC COM | $138K |
XNTKSPDR NYSE TECHNOLOGY ETF | $132K |
LINLINDE PLC SHS | $130K |
KMXCARMAX INC COM | $129K |
DELLDELL TECHNOLOGIES INC CL C | $129K |
THQTEKLA HEALTHCARE OPPORTUNITIES SHS | $128K |
GSGOLDMAN SACHS GROUP INC COM | $128K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $128K |
ESGUISHARES ESG AWARE MSCI USA ETF | $126K |
EEMISHARES MSCI EMERGING MARKETS ETF | $124K |
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND | $123K |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $122K |
CMECME GROUP INC COM | $122K |
LRCXEURLAM RESEARCH CORP COM | $120K |
QCOMQUALCOMM INC COM | $119K |
VOOVANGUARD S&P 500 ETF | $117K |
MOALTRIA GROUP INC COM | $113K |
MSCIMSCI INC COM | $112K |
MAMASTERCARD INCORPORATED CL A | $112K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $112K |
WOLF*WOLFSPEED INC COM | $111K |
KHCKRAFT HEINZ CO COM | $109K |
SHESPDR SSGA GENDER DIVERSITY INDEX ETF | $109K |
UNPUNION PAC CORP COM | $109K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $108K |
JFRNUVEEN FLOATING RATE INCOME FD COM | $107K |
ADBEADOBE SYSTEMS INCORPORATED COM | $105K |
AMEAMETEK INC COM | $103K |
AVGOBROADCOM INC COM | $101K |
ICLNISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND | $101K |
LENLENNAR CORP CL A | $101K |
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $101K |
MARMARRIOTT INTL INC NEW CL A | $99K |
BAMBROOKFIELD ASSET MGMT INC CL A LTD VT SH | $97K |
BDXBECTON DICKINSON & CO COM | $97K |
A4SAMERIPRISE FINL INC COM | $97K |
GILDGILEAD SCIENCES INC COM | $96K |
NULCNUVEEN ESG LARGE-CAP ETF | $95K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | $94K |
HONHONEYWELL INTL INC COM | $94K |
WECWEC ENERGY GROUP INC COM | $94K |
AWCAMERICAN WTR WKS CO INC NEW COM | $91K |
EFGISHARES MSCI EAFE GROWTH ETF | $90K |
CSXCSX CORP COM | $89K |
PLDPROLOGIS INC. COM | $89K |
PHPARKER-HANNIFIN CORP COM | $87K |
UBERUBER TECHNOLOGIES INC COM | $86K |
CICIGNA CORP NEW COM | $84K |
AMLPALERIAN MLP ETF | $83K |
SCTLRECRO PHARMA INC COM | $83K |
IBBISHARES BIOTECHNOLOGY FUND | $82K |
EWGISHARES MSCI GERMANY ETF | $81K |
THWTEKLA WORLD HEALTHCARE FD BEN INT SHS | $81K |
NFJVIRTUS DIVIDEND INTEREST & PR COM | $80K |
ISDPGIM HIGH YIELD BOND FUND INC COM | $80K |
BSXBOSTON SCIENTIFIC CORP COM | $80K |
DSLDOUBLELINE INCOME SOLUTIONS FD COM | $80K |
ECVTECOVYST INC COM | $79K |
SYKSTRYKER CORPORATION COM | $78K |
EOGEOG RES INC COM | $77K |
ETENERGY TRANSFER L P COM UT LTD PTN | $77K |
AMATAPPLIED MATLS INC COM | $76K |
ONEQFIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND | $76K |
GHYPGIM GLOBAL HIGH YIELD FD FORM COM | $75K |
IWNISHARES RUSSELL 2000 VALUE ETF | $75K |
TXTTEXTRON INC COM | $75K |
PEOEXELON CORP COM | $74K |
ESGVVANGUARD ESG U.S. STOCK ETF | $72K |
—ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF | $70K |
EPAMEPAM SYS INC COM | $70K |
AFWALIGN TECHNOLOGY INC COM | $70K |
AMGNAMGEN INC COM | $70K |
AQLTISHARES IBONDS DEC 2023 TERM MUNI BOND ETF | $69K |
ATECALPHATEC HLDGS INC COM NEW | $68K |
ROPROPER TECHNOLOGIES INC COM | $68K |
USBUS BANCORP DEL COM NEW | $68K |
DDDUPONT DE NEMOURS INC COM | $68K |
COWZPACER US CASH COWS 100 ETF | $67K |
WDCWESTERN DIGITAL CORP. COM | $67K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $65K |
AONAON PLC SHS CL A | $65K |
IPGPIPG PHOTONICS CORP COM | $65K |
ETRNUSDEQUITRANS MIDSTREAM CORP COM | $63K |
TBFPROSHARES SHORT 20 YEAR TREASURY | $63K |
IVZINVESCO LTD SHS | $63K |